HomeMy WebLinkAbout05-09-11 (9)BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
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~~~~ PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
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BARBARA STOUTLEITZEL
613 N EAST ST
CARLISLE PA 17013-2012
EST. OF EVELYN E= STOUT
SSN 152-14-0346
DATE OF DEATH ~J5-22-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calculating the inheritance tax due.
Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are the SpOUSe of the
deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2.
If you believe he information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return
it to the above address. Please call 717-787-83?7 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 6250436104 Date 01-22-2007 To ensure proper credit to the account, two
Established copies of this notice must accompany
payment to the Register of Wills. Make check
Account Balance ~` 26, 141 • O1 payable to "Register of Wills, Agent".
Percent Taxable )( 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax $ 4,356.92 months of the decedent's date of death,
Tax Rate ~( 1~j deduct a 5 percent discount on the tax due.
- Any inheritance tax due will become delinquent
Potential Tax Due $ b53.54 nine months after the date of death.
PART TAXPAYER RESPONSE
1D ~ .~ . ;`,° ~ s ~ ~ ~~ ~ ~~~,~(~~ SSESSMEt
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or return this notice to the Register of Wills and
C H E C K an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
0 N L Y filed by the estate representative.
C. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state ~ ~
~ \\~ ~
relationship to decedent:
TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~~~~` ~ ~~ ~
LINE 1. Date Established 1
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2. Account Balance 2 $ .
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3. Percent Taxable 3 X
4. Amount Subject to Tax 4 $ ~ \ \\\ \\
5. Debts and Deductions 5 \
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6. Amount Taxable 6 $ :.
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7. Tax Rate T X \
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8. Tax Due 8 - \~~
DEBTS AND DEDUCTIONS CLAIMED
PART
nwr~ peTn PAYEE DESCRIPTION AMOUNT PAID
IUTAL linter on L1nC ~ vi ia.. .rvmYw~c~. ~..••-
Under penalties of perjury, I declare that the facts I reported above are true, correct and
mple~t~es ~to t e best of my knowledge and belief . HOME C ~~ ~~ ) ~ /~~
~~~ WORK t ~/
' TELEPHONE NUMBER ATE
• PAYER GNA E
TAX
FILE N0. 21 ..~ I~-~ ~~~
ACN 11145931
DATE 07-13-2011